About Us |
|
Lance Jacobsen | Financial Representative
Lance Jacobsen is dedicated towards helping individuals and families achieve financial freedom. He utilizes his 24 yrs of experience to teach others about establishing an effective budget, utilizing debt management principles, and ensuring cash flow success. His attitude of gratitude and positive demeanor inspire others to recognize what they have and how to reach new heights w/not only smart, but safe investment.
Lance is passionate about empowering people to take charge of their financial journey and create a legacy that they take pride in. Lance resides in Plain City, UT, with his beautiful wife, Camille. They have four children, Jordan, Jessica, Hailey, and Katie, three of which are married. Lance loves being surrounded by family and enjoying making new memories together. He is an avid pickleball player, card game master, and the comic relief that keeps everyone smiling. He can often be found chasing his granddaughter around the yard, enjoying an evening bike ride, or relaxing with an episode of Survivor and a pint of Ben and Jerry’s. |
|
|
|
|
|
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
|
MAIN OFFICE
3266 W 2950 N Plain City, UT 84404 |
|
EMAIL
[email protected] |
|
CALL US
(801) 814-6295 |
|
|
